CLEARVIEW WEALTH MANAGEMENT
Latest filing: Mar 27, 2025 (111 days ago)
AUM
$159,068,553
24% change vs. 1 year ago
32% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
-20% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
IRVINE, CA
4 VENTURE, IRVINE, CA, UNITED STATES, 92618
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 218 | $0.1 |
| Average Individual AUM | $243,413 | |
| HNW | 63 | $0.1 |
| Average HNW AUM | $1,415,523 | |
| Retail Total | 281 | $0.1 |
| Average Retail AUM | $506,199 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| TD AMERITRADE, INC. | OMAHA-NE-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 77% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 10% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 13% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS BAUTISTA | IRVINE | CA | S66|2012-10-08 | CERTIFIED FINANCIAL PLANNER | |||||
| MARK PHILLIPS | IRVINE | CA | S66|2000-10-24 | CERTIFIED FINANCIAL PLANNER | |||||
| ERIC FIGARSKY | IRVINE | CA | S66|2009-05-29 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 24% | 5 | -1 | -20% |
| 2023-04-04 | $0.1 | $0.0 | 24% | 5 | -1 | -20% |
| 2022-04-01 | $0.1 | $0.0 | 32% | 4 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-06/10/2022, CA-06/24/2021, FL-06/10/2022, OH-06/10/2022, TX-09/09/2021, WA-09/09/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV